Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,424 | $86,940+130.5% | $102,434+95.7% | $80,935+147.6% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 10.59% | 18.89%-8.3pp | 29.46%-18.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $484 | $2,370-79.6% | $3,023-84.0% | $2,757-82.4% |
| Participant deferral / active EE | $7,767 | $4,121+88.5% | $5,055+53.6% | $4,299+80.6% |
| Admin fee / account holder | $14,699 | $8,047+82.7% | $9,462+55.3% | $6,924+112.3% |